Build, Scale, and Repeat Sales Processes within Dynamics 365 CRM with our new Business Process Management app!
The main aim for businesses is to optimize their workflows and create structured processes for day-to-day business activities to generate value for their end users by spending the optimal amount of resources in terms of time, labor, and capital in doing so.
Organizations manage their business processes via a plethora of means, but the most effective way to manage them is by using a Business Process Management (BPM) tool.
A survey found that 21% of businesses save 10% or more when implementing business process management solutions.
If you are looking for a Business Process Management solution that can help you create plans with set best practices for managing business processes within Microsoft Dynamics 365 CRM with ease.
Introducing our latest offering, Business Process Checklist App, which is tailor-made for organizations for managing business processes in Microsoft Dynamics 365 CRM.
With Business Process Checklist, managers can create and manage well-structured plans/processes for day-to-day business activities within Dynamics 365.
Available for: Microsoft Dynamics 365 v9.x and Dataverse.
Business Process Checklist app can be easily integrated into Dynamics 365 CRM for managers to create interactive plans with defined actions for users to follow when carrying out certain business activities.
Keep reading to learn how organizations can benefit from the use of this agile task management tool.
5 Key Benefits of Business Process Checklist App:
- Simplify Business Processes: Create simple plans consisting of actions and instructions for completing the business process in the best way possible. These plans appear on the CRM records on which your users are working, i.e., accounts, opportunities, leads, etc., making it easier for users to follow these plans while performing daily tasks.
- Automate Business Process Management: You can set up a plan for a CRM record once, and whenever a new record of the selected record type is created, this plan will automatically get attached to the record based on the criteria, set for the execution of the plan.
- Follow Business Processes with ease: Plans created will appear in the form of to-do lists and checklists on the records they are created for, making it easy and quick for employees to follow and complete business processes within Dynamics 365 CRM without having to ask managers for proper ways and procedures for doing the task.
- Create Plans on Business Process Flows: You can create plans that can be attached to specific Business Process Flow stages, helping users get the best of both worlds by combining the capabilities of checklists with Business Process Flow to tell the users exactly what actions they need to take to complete a business process successfully.
- Track the Progress of Business Processes: Users can track the progress of business processes through visual elements like progress bars and step counts, as well as instantly check the status of tasks as ongoing, completed, and overdue tasks.
Useful right?
Business Process Checklist has a plethora of features that can fulfill your Business Process Management needs.
If you are interested in trying our app, you can download it from our website or Microsoft AppSource with a 15-day free trial period, or you can mail us at crm@inogic.com to get a personalized demo.
PS.Do you want to leverage the power of gamification to gamify mundane tasks in Microsoft Dynamics 365? Now it’s possible to gamify boring day-to-day work in Microsoft Dynamics 365. You can use our Microsoft AppSource preferred app, Gamifics365 to create an engaging and motivating work environment with Dynamics 365 CRM.
